Independent Best Practices Roundtable : ELFA

Independent Best Practices Roundtable

April 29, 2021

Virtual Event, Virtual,

Independent Best Practices Roundtable

Your Technology Roadmap: Challenges, Solutions and What's Next

Where is your company on its technology journey? Come engage in a lively discussion on this topic with your fellow Independent equipment finance executives.

We all know the importance of digital transformation, but it's tricky to navigate. As much as we may want a "set it and forget it silver bullet solution," the truth is silver bullets kill, and there is no "done." Digital transformation is not a destination; it's a journey. It takes both hindsight AND foresight to chart the course for your future. With so many challenges to overcome and so many opportunities to capture, where do you even begin? No matter where you are in your journey, whether beginning to plan your path, partway down the road, or suddenly recalculating due to the unexpected, this session is for you.

Join Ricky Rios and Deborah Reuben for a practical and timely discussion about building your technology roadmap.

First, Deborah Reuben will set the stage for our roundtable discussions with an overview of five crucial considerations for building your technology roadmap in a rapidly changing world. Next, we invite you to join small group breakout discussions with industry peers. To tie it all together we will regroup for a facilitated share-back discussion to capture the breakout takeaways that you can apply in your business.

Discussion themes will include:

What technology challenges is your company facing or have you overcome?

What technology solutions have you found or are you considering?

What capabilities are you working on?

What's next?

This is your chance to exchange ideas, questions, and best practices with other Independent equipment finance executives. We'll meet on an interactive online platform that will allow you to connect, share knowledge and learn like never before. Space is limited to 90 participants, so register at your earliest convenience!

Brought to you by the Independent Business Council Steering Committee

Who Should Attend?

The roundtable is open to senior executives of ELFA member independent equipment finance companies.

Facilitated by TomorrowZone.

Registration Fees

Price Description	Amount
Committee member	$0.00
Member	$0.00
Member - Attendee	$0.00
Speaker	$0.00

View cancellation and other policies

April 29, 2021

1:00pm-3:00pm ET

Your Technology Roadmap: Challenges, Solutions and What's Next

1:00-1:15pm Welcome and Introduction: Your Technology Roadmap

Review the five crucial considerations for building your technology roadmap in a rapidly changing world.

RICKY RIOS, CFA, CLFP

Chair, Independent Business Council Steering Committee

COO, Commercial Equipment Finance, Inc.

DEBORAH REUBEN, CLFP

Chair, Technology Innovation Workgroup

CEO & Founder, TomorrowZone

1:15 - 1:20pm Travel to virtual Round Tables

1:20-2:10pm Table Discussions: Your Technology Roadmap

Join small group breakout discussions with industry peers.

We all know the importance of digital transformation, but it's tricky to navigate. With so many challenges to overcome and so many opportunities to capture, where do you even begin? No matter where you are in your journey, whether beginning to plan your path, partway down the road, or suddenly recalculating due to the unexpected, this session is for you. Discussion themes will include:

What technology challenges is your company facing or have you overcome?

What technology solutions have you found or are you considering?

What capabilities are you working on?

What's next?

Facilitators:

ROMAN GAJDA

Member, Independent BCSC

Director of Financial Technology Solutions, ENGS Commercial Finance Co.

DEBORAH REUBEN, CLFP

Chair, Technology Innovation Workgroup

Founder & CEO, TomorrowZone

RICARDO RIOS, CFA, CLFP

Chair, Independent BCSC

COO, Commercial Equipment Finance, Inc.

JENNIFER SABLOWSKI

Member, Independent BCSC

Senior Vice President, Truck & Equipment Business, Lease Plan U.S.A., Inc.

MARK SCARDIGLI

Member, Independent BCSC

Senior Vice President of Indirect Sales, Marlin Capital Solutions

Additional facilitators to be announced.

2:10 - 2:15pm Travel back to the general session room

2:15-2:45pm Table Reports and Discussion

We will regroup for a facilitated share-back discussion to capture the breakout takeaways that you can apply in your business.

Facilitator:

DEBORAH REUBEN, CLFP

Chair, Technology Innovation Workgroup

CEO & Founder, TomorrowZone

2:45-3:00pm Wrap-Up

We'll synthesize top themes from the discussion and tie it all together back to the main theme, with a call to action or next steps for learning more.

RICKY RIOS, CFA, CLFP

Chair, Independent BCSC

COO, Commercial Equipment Finance, Inc.

DEBORAH REUBEN, CLFP

Chair, Technology Innovation Workgroup

CEO & Founder, TomorrowZone

Available Functions

Speakers

Roman Gajda

Director of Financial Technology Solutions
Mitsubishi HC Capital America, Inc.

Roman Gajda is the Director of Financial Technology Solutions for ENGS Commercial Finance Co. (“ENGS”), an industry-leading finance company that has provided specialized lease/loan financing solutions to the equipment industry since 1952. He is responsible for managing the digital brands and leading the fintech strategy to both new and existing business relationships. Roman has over 25 years of experience in the equipment finance industry and has held various leadership roles developing organizations, handling all aspects of transactions and national programs, from origination through funding. Previously, he held various leadership positions at Forsythe Technology, Relational Funding, and Comdisco, always with a focus on people, process and profitability.

Deborah Reuben CLFP, DES

CEO & Founder
TomorrowZone

Deborah "Deb" Reuben, CLFP, DES, is CEO and Founder of TomorrowZone, a technology strategy consultancy inspiring fresh ideas and collaborations to shape the future of business. She encourages new thinking to explore the art of the possible through her extensive technical knowledge, equipment finance experience, and passion for challenging the status quo. Her expertise will enhance and broaden your company's products and services and create efficiencies that will produce a competitive advantage for your company.

Her view on digital transformation and future-readiness is radically different with over two decades of innovating, speaking, and most importantly, real-life, in-the-trenches innovation experience in finance and software industries. Deborah appreciates and shares with clients and audiences that digital transformation is less about the digital and more about the people. When it comes to thinking about technology, innovation, and the future, you can choose to act today to shape your future. The best investment you can make is investing in what's between your ears by taking ownership of your personal growth. Everyone, regardless of role, must stay on top of technology and trends to stay ahead of tomorrow.

What surprises most clients is her ability to combine big company thinking and entrepreneurial ideas to create marketplace success. Deb's clients and audiences include companies like PNC, Wells Fargo, DLL Group, Huntington (TCF Bank), Dell, Mitsubishi UFG, Caterpillar, Key Equipment Finance.

She currently serves on the CLFP Foundation Board of Directors and authored The Certified Lease and Finance Professionals' Handbook, 6^th – 9^th editions. She served on ELFA's Board of Directors and is the founder and chair of the ELFA Innovation Advisory Council. In partnership with ELFA, she and her team moderate quarterly industry innovation roundtables for the ELFA to bring forward-thinking insights and fresh ideas to ELFA Members.

Reuben also served on the Monitor Editorial Advisory Board and co-founded the Disrupted+ innovation conference series with Monitor. She is the recipient of both the CLFP Foundation Cindy Spurdle Award of Excellence and the ELFA Michael J. Fleming Distinguished Service Award. Monitor Magazine honored her as one of the 50 Most Powerful Women Leaders in Equipment Finance, named TomorrowZone one of the most innovative companies in the equipment finance ecosystem and honored her as an Industry Disruptor Icon. Learn more at tomorrowzone.io.

Ricardo Rios Jr, CFA, CLFP

COO
Commercial Equipment Finance, Inc.

Ricardo “Ricky” Rios is COO of Commercial Equipment Finance, Inc. (“CEFI”), an independent equipment financing and leasing company headquartered in San Juan, Puerto Rico. Ricardo joined CEFI in 2012, having previously worked for Banco Popular of Puerto Rico. Ricardo currently serves as the Independent BCSC Chair and Board Member of Puerto Rico Business Development Corp., a SBA certified development company.

Jennifer Sablowski

Jennifer Sablowski is the SVP, Truck and Equipment Leasing at Wheels(formerly LeasePlan USA) and manages the commercial team consisting of direct originations, syndications, and client services. She has 22 years of equipment leasing experience at LeasePlan with various prior roles including Accounting Director, Corporate Controller, Pricing Director, and VP Remarketing & Portfolio Administration. She holds a BS Finance from University of Florida, a MS Finance from Georgia State University, and most recently a MS Accounting from University of North Carolina. Jennifer enjoys mentoring and actively volunteers at her daughter’s school.

Mark Scardigli

President
Trio Capital Solutions

Mark Scardigli is Chief Sales Officer at Marlin Capital Solutions (NASDAQ: MRLN) with over 30 years of experience as an independent lessor in the Equipment Finance market, currently in his 20th year at Marlin. Mark has been leading the strategic direction of the Sales Organization for past five years.

Prior to his current role, Mark led the Indirect sales channel at Marlin, where he managed a large sale force and oversaw the companies largest national accounts programs. Mark’s extensive industry experience includes technology, office automation, food services, light industrial, construction, healthcare, audio visual, surveillance and transportation. Prior to working at Marlin, Mark worked at Advanta Leasing Corp. for 9 years, another independent equipment finance company, where he served in several leadership roles in the office technology space.

Mark is an active member of the Middle Market Business Council Steering Committee. Mark also successfully served on the Small Ticket Business Council Steering Committee for the ELFA for 4 years from 2014 -2017. Mark received his Bachelor of Business Administration from Temple University and resides in the Greater Philadelphia region. Mark is active in his community, volunteering for various charities and coaching several youth sports teams.

Equipment Leasing and Finance Association - Equipping Business for Success

Independent Best Practices Roundtable

Independent Best Practices Roundtable

Independent Best Practices Roundtable

April 29, 2021

Registration Fees

Available Functions

Speakers

Roman Gajda

Deborah Reuben CLFP, DES

Ricardo Rios Jr, CFA, CLFP

Jennifer Sablowski

Mark Scardigli

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